Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FARMERS & MERCHANTS TRUST CO OF LONG BEACH | 08-06-2024 | 06-30-2024 | 302 | 385,280,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FARMERS & MERCHANTS BK LONG | COM | 1 | $30,000,100 | 6,383 | 0.01 | 0.01 | -2,268 | -26.22 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $29,180,471 | 65,288 | 0.01 | 0.01 | -1,546 | -2.31 | 06-30-2024 |
| APPLE INC | COM | 3 | $27,476,220 | 130,454 | 0.01 | 0.01 | -14,585 | -10.06 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $15,258,254 | 37,508 | 0.00 | 0.00 | 1,032 | 2.83 | 06-30-2024 |
